We can help you navigate the Medicare maze.

Why make these decisions alone?

There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.

Let us be your guide.

At Wealth Management Resources, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:

  • How could my income affect my monthly Medicare premiums?

  • Do I need to sign up for Medicare Part A and B if I'm still working?

  • How can private insurance help me with the costs of Medicare?

  • How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Meet Wealth Management Resources

As a full-service financial firm, we offer complimentary Medicare consultations to review your Medicare coverage. We research potential options using a wide range of Medicare Advantage and Supplemental plans, then help you identify and implement the right solutions to fit your health care and budget needs.

katie-headshot

Katie Montiel

Katie joined Wealth Management Resources in 2018 and offers complimentary consultations for clients to review their Medicare coverage and research potential options for them. She is passionate about serving and helping people and loves hearing her clients’ stories.

In addition to her role in Medicare, Katie serves as administrative assistant to Geoffrey. She holds a life, accident and health insurance license in Arizona.

Katie and her husband, Joe, live in Casa Grande, Arizona, with their two children. In her spare time, Katie enjoys watching her children and their friends participate in their sports programs (baseball, soccer and gymnastics), reading and being with family.

geoff-white-headshot

Geoffrey Johnson

Geoffrey Johnson is the founder and president of Wealth Management Resources (WMR). For over 10 years, WMR has provided financial services for hundreds of clients throughout Arizona. The company’s fundamental philosophy is to provide personalized service with a key focus on protecting clients’ hard-earned retirement savings.

Originally from South Dakota, Geoffrey moved to Arizona as a child with his parents in 1968. He attended high school in Scottsdale and majored in accounting at Arizona State University. Geoffrey currently lives in Gilbert and has a son living in Colorado. His brother, sister and nieces all live close by and are a major part of his life. His mother lived close by for many years and passed away at 91 years old in October 2012.

When he is not at the office, Geoffrey enjoys spending time with family, traveling, playing and listening to music. As time permits, he volunteers and supports several charities and foundations.

Register to Attend a Medicare Seminar

Event Date

Event Location
Event Details

Event Date

Event Location
Event Details

Event Date

Event Location
Event Details

Begin your Medicare Journey!

Step 1 of 3